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Expertise Insights

  • Expertise Insights Overview

     OverviewExpertise Insights is Kantata’s new AI-powered Business Intelligence platform. Featuring generative BI features that allow you to ask ques...

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  • Ask Insights and Pinboard Overview

     OverviewAsk Insights is a generative BI feature of Expertise Insights that allows you to ask questions using natural language and get quick answer...

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  • Navigating Dashboards

     Dashboard User InterfaceThe key components of Expertise Insights dashboards are as follows: Toolbar Sheets Controls (filters and parameters) Visua...

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  • Scheduling Emails and Alerts for Expertise Insights Dashboards

     OverviewSetting up automatic dashboard sheet emails and alerts allows you to stay up to date with the data and information provided by Expertise I...

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  • Standard Datasets Overview

     OverviewIn Expertise Insights, Kantata data is separated into several datasets. When creating an analysis, you select the dataset to use and only ...

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  • Visuals Overview

      Note: This article is intended for Authors—users who create and edit dashboards. For information about viewing dashboards, see the Navigating Das...

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  • Analyses and Dashboards Overview

      Note: This article is intended for Authors—users who create and edit dashboards. For information about viewing dashboards, see the Navigating Das...

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  • Managing Custom Datasets

     OverviewDatasets are the data source for analyses and visuals. Expertise Insights comes with several standard datasets that refresh on an automati...

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  • Generative BI Overview

     OverviewExpertise Insights has several generative BI features and capabilities to help you build reports and dashboards, find quick answers to que...

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  • Advanced Insights Overview

     OverviewPerform natural-language analysis across datasets, surface trends, and take actions on connected systems with Advanced Insights—the conver...

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  • Topics Overview

     OverviewTopics represent subject areas that users can ask questions about in Ask Insights, a generative BI feature. Topics are made up of fields f...

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